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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 227 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Harbour Investments
Wisconsin
+$82.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.7M
3
RIS
Richmond Investment Services
Wisconsin
+$10M
4
PNC
Park National Corp
Ohio
+$9.83M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.63M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$44.6M
2
SPWG
Sage Private Wealth Group
Illinois
-$19.6M
3
NA
NewEdge Advisors
Louisiana
-$18.6M
4
ACM
Advance Capital Management
Michigan
-$17.4M
5
Raymond James Financial
Raymond James Financial
Florida
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$4.16M +$213K +6,024 +5%
GWP
127
Gateway Wealth Partners
Wisconsin
$4.15M +$384K +10,881 +10%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$4.13M +$380K +10,763 +10%
WWA
129
Wisconsin Wealth Advisors
Wisconsin
$4.06M +$392K +11,099 +11%
IWM
130
IMG Wealth Management
Florida
$4.06M +$311K +8,816 +8%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M +$880K +24,950 +28%
KFP
132
KMG Fiduciary Partners
Ohio
$3.94M +$304K +8,615 +8%
FPWM
133
FSB Premier Wealth Management
Iowa
$3.85M -$260K -7,357 -6%
KWM
134
Kingsview Wealth Management
Oregon
$3.85M -$57.4K -1,626 -1%
CFD
135
Creative Financial Designs
Indiana
$3.7M +$173K +4,912 +5%
EFG
136
Elios Financial Group
Ohio
$3.63M +$26.3K +746 +0.7%
SWAG
137
Spectrum Wealth Advisory Group
California
$3.6M -$634K -17,972 -15%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$3.57M -$831K -23,558 -19%
GRP
139
Global Retirement Partners
California
$3.45M +$3.45M +97,649 New
MFG
140
Merit Financial Group
Georgia
$3.4M +$430K +12,193 +14%
SW
141
Simplicity Wealth
New Jersey
$3.29M +$250K +7,077 +8%
FAIM
142
Financial Advocates Investment Management
Washington
$3.28M -$2.29M -65,039 -41%
CAM
143
Cozad Asset Management
Illinois
$3.28M +$280K +7,924 +9%
SI
144
Stephens Inc
Arkansas
$3.27M -$31.7K -899 -1%
TAM
145
Titleist Asset Management
Texas
$3.27M +$131K +3,720 +4%
BWM
146
Baron Wealth Management
Michigan
$3.2M +$2.32M +65,801 +265%
TWM
147
Trueblood Wealth Management
Ohio
$3.2M +$110K +3,115 +4%
AFS
148
Anderson Financial Strategies
Ohio
$3.18M -$49.2K -1,394 -2%
WS
149
Wedbush Securities
California
$3.16M -$474K -13,424 -13%
GPWM
150
Grant Private Wealth Management
California
$3.12M +$3.12M +88,431 New
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6
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